TWP
TOCT

Triad Wealth Partners’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Triad Wealth Partners’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
41,759
+16,134
+63% +$428K 0.09% 158
2025
Q4 		$680K Buy
+25,625
New +$677K 0.06% 201

Other funds holding TOCT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Triad Wealth Partners's TOCT Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) stake by 63% in Q1 2026, buying an estimated $428K and bringing the position to 41,759 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #158.

Triad Wealth Partners first reported a position in TOCT in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold TOCT as of Q1 2026.

  • Triad Wealth Partners held 41,759 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $1.1M as of Q1 2026.
  • Triad Wealth Partners bought 16,134 Innovator Equity Defined Protection ETF - 2 Yr to October 2027 shares in Q1 2026, an estimated $428K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.